This firm has been developed with the desire to serve clients in the financial aspects of life’s complicated journey. Through a few different models in how our relationship can be structured, financial planning services are available (and even more important) if you have not yet accumulated significant assets. There are no minimums.
Depending on the services provided, our engagement could be based on fixed project fees, hourly fees, or ongoing retainer. Ongoing financial planning typically consists of an upfront fee and an ongoing monthly fee.